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Posted by studiocenter on Jun 1, 2013

Under Control or Out of Control

In this issue:

  • Background
  • Affiliated Service Group
  • Example #1
  • Example #2
  • Controlled Group
  • Parent/Subsidiary Controlled Group
  • Brother/Sister Controlled Group
  • Attribution of Ownership
  • Attribution from Company to Individual
  • Attribution Among Family Members
  • Putting it Together
  • Case Study #1
  • Case Study #2
  • Making Sense of it All
  • Conclusion

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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